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Investor Presentation

Aster DM Quality Care Investor Presentation: Key Takeaways

Aster DM Quality Care Q1 FY27 highlights the merger of Aster and Quality Care, reporting combined proforma revenue of INR 2,597 Cr and robust EBITDA margins.

Highlights
Revenue growth20% YoY growth driven by patient volume and ARPP increases.
MarginsImproving; Operating EBITDA margin expanded 170 bps to 22.2%.
Demand visibilityHigh; 13% growth in patient volumes and 62% growth in MVT.
Management confidenceStrong; emphasizing disciplined execution and successful merger completion on schedule.

Growth

Revenue grew 20% YoY to INR 2,597 Cr; Operating EBITDA surged 30% YoY to INR 576 Cr.

Outlook

Planned expansion of 4,179 beds by FY30 to reach 15,077 total capacity; aiming for 10-15% synergy-driven EBITDA uplift.

Risks

Indicative proforma numbers subject to audit adjustments and merger-related exceptional integration costs of INR 114.4 Cr.

Last quarter's promises, checked

Delivered

  • Merger completion target Q1 FY27 → Completed on schedule (= BEAT)
  • Operationalize 159-bed Whitefield block April 2026 → Commissioned (= BEAT)
  • Operationalize 75-bed Ramesh Ongole April 2026 → Commissioned (= BEAT)

Partly delivered

  • Target 2,500 beds over coming years → 159 beds added this quarter (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: ASTERDM. Summary written with AI assistance from the document.

Read the document ↗

Aster DM Quality Care Ltd: key numbers

Share price
₹759.40
Market cap
₹66,195 Cr
Revenue (annual)
₹4,643 Cr
Net profit (annual)
₹388.1 Cr
P/E (TTM)
207.7×Sector 57.8×
Promoter holding
53.72%+13.33% QoQ
FII holding
10.32%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Aster DM Quality Care Annual General Meeting

Aster DM Quality Care issued an addendum to its 18th AGM notice, providing additional information regarding the proposed capital allocation framework for shareholders.

15:35 IST BSE
Credit Rating

Aster DM Quality Care Credit Rating

ICRA upgraded KIMS Healthcare Management's long-term rating to AA (Stable) from AA-, removing it from Rating Watch. The upgrade reflects stronger parent support post-Aster-QCIL merger.

09:05 IST BSE
Share Pledge

Aster DM Quality Care Share Pledge

Catalyst Trusteeship released a pledge and created a new hold on Aster DM Quality Care shares. The encumbrance secures term loan facilities from Barclays and JPMorgan.

12:06 IST BSE
Share Pledge

Aster DM Quality Care Share Pledge

UMHL released a pledge and created a non-disposal undertaking over 2.49 Cr shares securing USD 210 million. The encumbrance backs UIPL's Barclays-JPMorgan loan facilities.

Value
₹1,974 Cr
10:51 IST BSE
Capacity Expansion

Aster DM Quality Care Capacity Expansion: ₹134.4 Cr Investment

Aster DM announced KIMSHEALTH New Block adding ~184 beds by May 2028 at a cost of ₹134.4 Crore. The expansion addresses space constraints in Trivandrum.

Value
₹134.4 Cr
Execution
on or before May 2028
hospital beds
184 beds
00:00 IST BSE
Annual Report

Aster DM Quality Care Annual Report

Aster DM Quality Care has submitted its Integrated Annual Report for FY 2025-26 and the notice for its 18th Annual General Meeting scheduled for September 28, 2026.